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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,776 | $209,428+29.8% | $178,498+52.3% | $158,950+71.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.29% | 188.78%-162.5pp | 151.09%-124.8pp | 302.91%-276.6pp |
| Employer contribution / active EE | $38,530 | $5,707+575.1% | $5,011+668.9% | $4,762+709.1% |
| Participant deferral / active EE | $23,175 | $5,955+289.2% | $5,202+345.5% | $5,983+287.4% |
| Admin fee / account holder | $1,309 | $17,077-92.3% | $13,985-90.6% | $11,248-88.4% |